john chambers, cisco chairman and ceo. liz: we are close to the lows of the session, let's get to nicole on the floor. what is going on? nicole: people talk about the fiscal cliff. would they talk about demand for potash and the fertilizer company mosaic to the down. it is down 3.4%. they talk about the man in the near-term, challenge next to it is potash, that is down nearly 3%. part of it is demanded that deals with china which mosaic says they hope they will come for next year. this may be a short-term problem but it is hitting these two stocks directly here today on a day when we got hit pretty hard. we are down 185 points. over half of the names in correction mode. liz: people still need to eat. dan is with us, capital management csi 0. you said don't hide. you promised three names. look at potlatch and mosaic. >> we look at the charts there. those stocks, cycles, markets are very different and tight, inventory depletion and restocking. i happen to think those are interesting companies to look at full backs. liz: thre